See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,020 | $124,425-76.7% | $112,040-74.1% | $137,256-78.9% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 18.48% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,984 | $3,411-12.5% | $2,954+1.0% | $4,156-28.2% |
| Participant deferral / active EE | $6,469 | $5,718+13.1% | $5,098+26.9% | $6,407+1.0% |
| Admin fee / account holder | $2,178 | $15,207-85.7% | $12,098-82.0% | $12,270-82.2% |